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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,146 | $87,132+62.0% | $105,624+33.6% | $80,959+74.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -22.11% | 17.03%-39.1pp | 116.20%-138.3pp | 35.67%-57.8pp |
| Employer contribution / active EE | $7,995 | $2,397+233.6% | $3,168+152.4% | $2,757+190.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,949 | $8,449+53.3% | $10,961+18.1% | $6,925+87.0% |